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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,959 | $48,050+31.0% | $85,969-26.8% | $59,633+5.6% |
| Participation rate | 28.8% | 64.5%-35.6pp | 76.5%-47.7pp | 68.7%-39.8pp |
| Annual return | -5.81% | 0.29%-6.1pp | 9.32%-15.1pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $642 | $1,640-60.8% | $3,474-81.5% | $2,203-70.8% |
| Participant deferral / active EE | $1,834 | $2,249-18.5% | $3,829-52.1% | $3,192-42.5% |
| Admin fee / account holder | $2,013 | $3,206-37.2% | $6,053-66.7% | $4,297-53.2% |